SWA
SFMG Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
1,571
-700
| -31% | -$195K | 0.03% | 168 |
|
|
2025
Q1 | $707K | Buy |
2,271
+9
| +0.4% | +$2.8K | 0.06% | 121 |
|
|
2024
Q4 | $589K | Sell |
2,262
-36
| -2% | -$9.38K | 0.05% | 132 |
|
|
2024
Q3 | $740K | Sell |
2,298
-48
| -2% | -$15.5K | 0.06% | 111 |
|
|
2024
Q2 | $733K | Sell |
2,346
-104
| -4% | -$32.5K | 0.06% | 109 |
|
|
2024
Q1 | $696K | Sell |
2,450
-106
| -4% | -$30.1K | 0.06% | 113 |
|
|
2023
Q4 | $736K | Buy |
2,556
+12
| +0.5% | +$3.46K | 0.07% | 106 |
|
|
2023
Q3 | $684K | Buy |
2,544
+46
| +2% | +$12.4K | 0.07% | 104 |
|
|
2023
Q2 | $555K | Sell |
2,498
-408
| -14% | -$90.6K | 0.06% | 115 |
|
|
2023
Q1 | $703K | Buy |
2,906
+331
| +13% | +$80K | 0.08% | 105 |
|
|
2022
Q4 | $676K | Buy |
2,575
+3
| +0.1% | +$788 | 0.08% | 111 |
|
|
2022
Q3 | $634K | Buy |
2,572
+26
| +1% | +$6.41K | 0.07% | 109 |
|
|
2022
Q2 | $619K | Sell |
2,546
-23
| -0.9% | -$5.59K | 0.07% | 108 |
|
|
2022
Q1 | $621K | Sell |
2,569
-242
| -9% | -$58.5K | 0.06% | 126 |
|
|
2021
Q4 | $632K | Buy |
2,811
+107
| +4% | +$24.1K | 0.06% | 131 |
|
|
2021
Q3 | $575K | Buy |
2,704
+201
| +8% | +$42.7K | 0.06% | 130 |
|
|
2021
Q2 | $610K | Sell |
2,503
-417
| -14% | -$102K | 0.07% | 128 |
|
|
2021
Q1 | $727K | Buy |
2,920
+20
| +0.7% | +$4.98K | 0.08% | 109 |
|
|
2020
Q4 | $667K | Buy |
2,900
+505
| +21% | +$116K | 0.08% | 107 |
|
|
2020
Q3 | $609K | Hold |
2,395
| – | – | 0.08% | 93 |
|
|
2020
Q2 | $565K | Buy |
2,395
+464
| +24% | +$109K | 0.08% | 87 |
|
|
2020
Q1 | $391K | Hold |
1,931
| – | – | 0.06% | 89 |
|
|
2019
Q4 | $466K | Sell |
1,931
-28
| -1% | -$6.76K | 0.06% | 110 |
|
|
2019
Q3 | $379K | Hold |
1,959
| – | – | 0.05% | 106 |
|
|
2019
Q2 | $343K | Sell |
1,959
-4
| -0.2% | -$700 | 0.05% | 110 |
|
|
2019
Q1 | $373K | Sell |
1,963
-20
| -1% | -$3.8K | 0.05% | 101 |
|
|
2018
Q4 | $386K | Buy |
1,983
+422
| +27% | +$82.1K | 0.06% | 91 |
|
|
2018
Q3 | $292K | Sell |
1,561
-5,765
| -79% | -$1.08M | 0.04% | 102 |
|
|
2018
Q2 | $1.35M | Sell |
7,326
-475
| -6% | -$87.7K | 0.22% | 33 |
|
|
2018
Q1 | $1.33M | Sell |
7,801
-318
| -4% | -$54.2K | 0.23% | 37 |
|
|
2017
Q4 | $1.41M | Sell |
8,119
-345
| -4% | -$60K | 0.23% | 34 |
|
|
2017
Q3 | $1.58M | Sell |
8,464
-100
| -1% | -$18.6K | 0.31% | 31 |
|
|
2017
Q2 | $1.48M | Buy |
8,564
+39
| +0.5% | +$6.72K | 0.31% | 29 |
|
|
2017
Q1 | $1.4M | Sell |
8,525
-27
| -0.3% | -$4.43K | 0.28% | 30 |
|
|
2016
Q4 | $1.25M | Buy |
8,552
+755
| +10% | +$110K | 0.27% | 34 |
|
|
2016
Q3 | $1.3M | Sell |
7,797
-300
| -4% | -$50.1K | 0.29% | 41 |
|
|
2016
Q2 | $1.23M | Buy |
8,097
+532
| +7% | +$80.9K | 0.28% | 41 |
|
|
2016
Q1 | $1.13M | Buy |
7,565
+467
| +7% | +$70K | 0.25% | 44 |
|
|
2015
Q4 | $1.15M | Buy |
7,098
+215
| +3% | +$34.9K | 0.26% | 47 |
|
|
2015
Q3 | $952K | Buy |
6,883
+3,485
| +103% | +$482K | 0.23% | 53 |
|
|
2015
Q2 | $522K | Buy |
3,398
+122
| +4% | +$18.7K | 0.12% | 73 |
|
|
2015
Q1 | $524K | Buy |
+3,276
| New | +$524K | 0.04% | 102 |
|